Contact Us!
The first step is always the hardest. When you fill out our contact form here, it will be forwarded directly to me(Ryan) and no-one else.
"Great things are not done by impulse, but by a series of small things brought together."
- Vincent Van Gogh
Here are some often asks questions!
Q: Do you work with people in my situation?
A: Probably! You'll never know unless you ask! Even if your specific situation isn't something we have experience walking through, we have a team full of outside providers that we could get you in touch with.
Q: Aren't you a little young?
A: Yes! Clients find a tremendous amount of value in me being young compared to the industry average.
Here's something to think about - If you have an advisor the same age as you when you go to retire, when do you think he or she is going to be thinking about retirement??
Having to switch advisors right around the time you retire is a recipe for a big headache!
Q: Isn't working with an advisor expensive?
A: Not necessarily. I've seen more situations where it's been expensive (in opportunity cost) that the client didn't work with an advisor!
Our pricing model is very clear and is listed on our "Services" page.
Q: What makes you qualified?
A: I haven't seen it all, but I've seen quite a bit! I've been in or around the investment industry since 2017.
Before I worked in the investment field itself, I worked as a Ramsey Solutions financial coach. The experience gained through that, as well as the experience in my years in the investment industry make me as well qualified, if not more qualified than a number of the advisors you'll find.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This site is published for residents of the state of Florida and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. © 2024
